Job 1000 van 1000

Location

Nailsea
South West England
United Kingdom

Date Published:

2025-03-28

Online to:

2025-05-27
Pound 42000.00 Annum

Paraplanner

Our client based south of Bristol (BS48) requires a Paraplanner to join their existing team. Required to support Financial Planners and Investment Managers by carrying out research, calculation work and preparing reports, ensuring the delivery of high-quality reports and recommendations for clients and clear information to instruct administrators and providers. The role requires a strong attention to detail, and a deep understanding of financial planning strategies, regulations, and products. • CII PFS diploma qualified • A Paraplanner background in Financial Services • Excellent numeracy and literacy skills • Ideally educated to A-level standard, or equivalent

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